FIV

First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest
FIV

Overview Fund Activity
Delisted

FIV was delisted on the 9th of December, 2021.

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44 hedge funds and large institutions have $67.2M invested in First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VEA
1
Virtus ETF Advisers
New York
$1.82M
2
AG
2
Advisor Group
Arizona
$815K
3
Bank of America
3
Bank of America
North Carolina
$6.01M
4
RVPG
4
Relative Value Partners Group
$3.17M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.45M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.7M
2
WAM
2
Wolverine Asset Management
Illinois
$73K
3
PAS
3
Partnervest Advisory Services
California
$0
4
PAG
4
Private Advisor Group
New Jersey
$0
5
AIM
5
Axiom Investment Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BRWM
26
B. Riley Wealth Management
Tennessee
$223K 25,235 – –
SW
27
SVB Wealth
Massachusetts
$221K 25,000 – –
RFM
28
Royal Fund Management
Florida
$212K 23,989 +898 +4%
NCM
29
Narwhal Capital Management
Georgia
$209K 23,650 +6,960 +42%
PCM
30
Pointe Capital Management
Michigan
$199K 22,500 – –
WS
31
Wedbush Securities
California
$199K 22,520 +114 +0.5%
BF
32
BOK Financial
Oklahoma
$161K 18,156 +1,958 +12%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$154K 17,400 – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$130K 14,654 +3,500 +31%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$120K 13,600 +13,600 New
WSTAM
36
Wilbanks Smith & Thomas Asset Management
Virginia
$114K 12,900 +12,900 New
WAM
37
Wolverine Asset Management
Illinois
$73K 8,290 -91,900 -92%
BWM
38
BerganKDV Wealth Management
Minnesota
$46K 5,251 +4,064 +342%
APA
39
American Portfolios Advisors
New York
$34.5K 3,900 – –
AIC
40
Ameritas Investment Company
Nebraska
$22K 2,445 +2,445 New
EIP
41
Ellis Investment Partners
Pennsylvania
$15K 1,710 +17 +1%
CHC
42
City Holding Co
West Virginia
$13K 1,500 – –
Northern Trust
43
Northern Trust
Illinois
$2K 20,000 +20,000 New
RCM
44
Rivernorth Capital Management
Florida
$876 98,986 -44,716 -31%
PAS
45
Partnervest Advisory Services
California
– – -32,912 Closed
PAG
46
Private Advisor Group
New Jersey
– – -30,000 Closed
AIM
47
Axiom Investment Management
New York
– – -21,500 Closed
DADC
48
D.A. Davidson & Co
Montana
– – -13,000 Closed
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
– – -1,000 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
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